资本市场活水精准滴灌，我国商业航天、轨道交通等产业创新成果丰硕。9月2日，科创板空轨星链行业 专场集体业绩说明会在上证路演中心举行，交控科技、航宇科技、铂力特、哈铁科技、航亚科技、铁科 轨道等公司，集中展示其在商业航天、轨道交通等领域的最新创新成果与前沿布局。 "信心"成为本次路演活动中的关键词。航宇科技董事长张华表示："我们看好商业航天市场的长期发展 潜力，并将其作为公司重要的新兴增长领域。" 对前景的看好进一步激发了企业的创新动能，铂力特表示，将持续探索金属3D打印在热管理领域的应 用；哈铁科技则在加速车辆系统数字化转型进程。这些扎实的技术投入与创新布局，正为企业积蓄面向 未来的发展动能。 坚定看好商业航天发展潜力 自2015年"商业航天元年"启航，中国商业航天历经十年锤炼，已从最初的蓝图迈向产业化爆发的关键时 刻，资本市场则为整个产业链注入了蓬勃的发展动力，一批深耕商业航天的上市公司取得了丰硕成果。 航宇科技主营环形锻件，商业航天成为公司重要的增长点。张华表示，今年以来，国内商业航天市场呈 现蓬勃发展态势，民营火箭公司如蓝箭航天、星河动力等均在火箭发动机和可回收技术方面取得显著进 展，我国商业航天动力系 ...

资本市场活水精准滴灌，我国商业航天、轨道交通等产业创新成果丰硕。9月2日，科创板空轨星链行业 专场集体业绩说明会在上证路演中心举行，交控科技、航宇科技、铂力特、哈铁科技、航亚科技、铁科 轨道等公司，集中展示其在商业航天、轨道交通等领域的最新创新成果与前沿布局。 "信心"成为本次路演活动中的关键词。航宇科技董事长张华表示："我们看好商业航天市场的长期发展 潜力，并将其作为公司重要的新兴增长领域。" 对前景的看好进一步激发了企业的创新动能，铂力特表示，将持续探索金属3D打印在热管理领域的应 用；哈铁科技则在加速车辆系统数字化转型进程。这些扎实的技术投入与创新布局，正为企业积蓄面向 未来的发展动能。 轨道交通持续激发创新动能 创新的星火不仅在浩瀚星空闪耀，更在广袤大地延伸。在轨道交通领域，部分行业领先的上市公司在进 一步发挥创新动能，推动产业向革新迈进。 铁科轨道主营以高铁扣件为核心的高铁工务工程产品。在交流中，公司董事会秘书许熙梦表示，持续不 断的研发投入和技术创新为公司保持核心竞争力提供了坚实的保障。公司成立研发中心，从事轨道扣件 系统、轨道部件以及新材料、新工艺和3D打印技术等研发，不断强化公司前沿技术储备， ...

天眼查显示，近日，江苏天工钛晶新材料有限公司成立，法定代表人为蒋荣军，注册资本10000万人民 币，江苏天工科技股份有限公司、天德投资（南通）有限公司、南通协辉投资有限公司持股。 企业名称江苏天工钛晶新材料有限公司法定代表人蒋荣军注册资本10000万人民币国标行业制造业>有 色金属冶炼和压延加工业>有色金属压延加工地址江苏省句容市下蜀镇临港工业区9号2幢企业类型有限 责任公司营业期限2025-8-22至无固定期限登记机关句容市政务服务管理办公室 来源：金融界 经营范围含新材料技术研发；增材制造；3D打印基础材料销售；锻件及粉末冶金制品制造；锻件及粉 末冶金制品销售；3D打印服务；货物进出口；技术进出口；进出口代理（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动） 序号股东名称持股比例1江苏天工科技股份有限公司60%2天德投资（南通）有限公司20%3南通协辉投 资有限公司10%4龙海明10% ...

Core Viewpoint - The new materials industry in China is at a critical juncture, facing supply-demand imbalances due to a slowdown in effective demand and chaotic supply expansion, but there are signs of marginal improvements that may lead to investment opportunities by 2025 [2][11][20]. Group 1: Demand Improvement and Incremental Opportunities - The aerospace and defense sectors are expected to see a recovery in demand for titanium materials, driven by the replenishment of military orders and the introduction of new equipment [3][42]. - The demand for high-performance carbon fiber is anticipated to increase due to the replacement of old grades and the development of new applications in unmanned and efficient equipment [4][62]. - Ceramic matrix composites are positioned to become key materials for next-generation aircraft engines, with increasing demand as manufacturing processes mature [4]. - Additive manufacturing is entering a new development phase, emphasizing the need for innovation and deep integration with customer requirements to expand application spaces [4]. Group 2: Identifying Relatively Rigid Supply Segments - The refrigerant market is constrained by regulations, leading to limited domestic supply while overseas demand remains strong, resulting in rising prices [6]. - Tungsten, a strategic metal for China, is expected to maintain a tight supply-demand balance due to effective control measures and increasing demand in hard alloys and photovoltaic applications [6]. - The strategic value of rare earth elements has been recognized at the central level, with supply growth slowing and demand increasing, which may stabilize prices and signal a potential industry cycle turning point [6]. Group 3: Innovative Applications Driven by Frontier Technologies - The commercial aerospace sector is driving demand for new materials and processes, particularly in reusable rocket technologies and liquid rocket engines, which will increase the need for copper alloy thrust chambers and thermal barrier coatings [7]. - The rise of artificial intelligence is boosting demand for computing power, leading to increased applications for soft magnetic materials and iron carbonyl powder in power modules [7]. - The development of humanoid robots is expected to drive demand for engineering plastics and neodymium-iron-boron permanent magnets due to lightweight design trends [7]. - The acceleration of superconducting materials' industrialization and applications is worth monitoring for their expansion in downstream technology fields [7].

Core Viewpoint - The "Shanghai Consumption Promotion Action Plan" aims to enhance consumer demand and service quality through various initiatives, focusing on new consumption models and technological integration in the consumer sector [1][3][4]. Group 1: Action Plan Overview - The action plan consists of seven parts, including six major actions and a section on support policies, emphasizing demand-side, service-side, and environmental efforts [3]. - Key initiatives include enhancing service consumption, improving consumer capacity, and fostering new consumption types [3][4]. Group 2: Service Consumption Enhancement - Shanghai plans to develop a cultural consumption hub, promote tourism, and enhance the quality of life services through seven specific measures [4]. - The city aims to leverage its strong commercial foundation to boost its consumption market, which is already leading in market scale and innovation [4][5]. Group 3: New Consumption Models - The plan promotes "artificial intelligence + consumption," focusing on integrating advanced technologies like AI, virtual reality, and big data into the consumer landscape [6]. - New consumption trends include the rise of personalized and diversified service demands, with a growing interest in domestic brands and cultural products [5][6]. Group 4: Policy Coordination and Support - The action plan emphasizes policy coordination to enhance the effectiveness of consumption-related macro policies and support various consumption assistance initiatives [9]. - Specific measures include implementing a three-year action plan to optimize the consumption environment and enhance consumer rights protection [9][10]. Group 5: Investment and Economic Growth - The plan outlines five support policies aimed at strengthening investment in sectors like education, healthcare, and cultural tourism to stimulate domestic demand [10]. - The continuation of the "old-for-new" consumption policy is expected to further drive consumption growth and economic stability [9][10].

Group 1 - Guangdong Province is launching a special action plan to boost consumption, focusing on the development of new types of consumption, particularly through the integration of artificial intelligence and various technologies [1][2] - The plan emphasizes the promotion of AI applications in sectors such as elderly care, education, healthcare, government services, home decoration, and shopping payments, aiming to create demonstration applications in these areas [1] - Guangdong will accelerate the application of new technologies like AI large models, virtual reality, and digital twins to create integrated digital and physical scenarios, enhancing the digital consumption experience [1] Group 2 - The plan includes the "Robot+" initiative to explore and expand the application scenarios for robotics in consumer markets [2] - Guangdong aims to systematically reduce consumption restrictions, particularly in the real estate sector, by reviewing and adjusting existing purchasing, transfer, credit, and pricing limitations to stabilize the market [2] - The province encourages cities like Guangzhou and Shenzhen to relax vehicle purchase restrictions and implement new policies to facilitate car ownership, shifting from purchase management to usage management [2]

Core Viewpoint - Guangdong Province is actively promoting the integration of artificial intelligence with consumption to boost new types of consumption and enhance digital service ecosystems [1] Group 1: New Technology Applications - The government is accelerating the application of new technologies such as AI large models, virtual reality, holographic internet, and digital twins to create integrated digital scenarios [1] - There is a focus on deepening instant e-commerce applications and supporting platforms to build digital life service ecosystems in collaboration with communities and business circles [1] Group 2: Innovation in E-commerce - Support is being provided for live-streaming e-commerce platforms to innovate with virtual hosts and 3D live streaming formats for product promotion [1] Group 3: AI and Consumption Integration - The initiative aims to promote the development and application of new technologies and products such as autonomous driving, smart wearables, ultra-high-definition video, brain-computer interfaces, and additive manufacturing [1] - The application of AI is being demonstrated in typical scenarios including elderly care, education and training, healthcare, government services, home decoration, and shopping payments [1] Group 4: Robotics and Health Consumption - A "Robot+" initiative is being organized to explore consumer application scenarios for robotics [1] - The government is implementing a health consumption initiative to improve remote medical services and enhance the convenience of "Internet + healthcare" services [1] Group 5: Medical Aesthetics Development - There is a focus on the regulated and orderly development of medical aesthetics consumption, promoting emerging fields such as "light medical aesthetics" and anti-aging, while cultivating distinctive medical aesthetics brands [1] - The government plans to collect and publish provincial-level new consumption scenario cases and best practices for service consumption innovation, strengthening promotion efforts [1]